AdviceSheet Dynamic Planner

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AdviceSheet:

About

AdviceSheet replaces 360° performance reviews for your team. We built AdviceSheet out of frustration with 360 reviews that focus on number scores because they lack any usable actionable data, so we built a tool that elicits proper rich feedback to empower people to have conversations that matter. In AdviceSheet you'll find a set of 13 questions designed to draw out feedback on people's strengths and reveal any weaknesses and potential problems from a range of different perspectives in order to help an individual get better at what they do. AdviceSheet reports are packed with advice and generous thoughtful feedback that is really valuable. And best of all, they put the subject in charge of the process.
Dynamic Planner:

About

Dynamic Planner is the UK's leading Digital Advice Platform, trusted by more than 2,000 financial advice firms to support the delivery of high-quality financial advice. Founded in 2003, Dynamic Planner brings together accurate normalised data, trusted financial models, investment expertise, intelligent insights and automated work flows to support the entire advice journey, from client engagement and profiling through to financial planning, investment research, advice suitability and ongoing review. Its Agentic Advice Platform brings together these established foundations with Advice-grade AI™, helping firms remove repetitive administration, connect workflows and create more adviser capacity. Built specifically for regulated financial advice, its AI capabilities are underpinned by robust governance, with Dynamic Planner being the first UK FinTech to achieve ISO/IEC 42001 certification for AI management systems.
AdviceSheet:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Dynamic Planner:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
AdviceSheet:

Audience

Team leaders, heads of departments and HR teams in need of an advanced 360 feedback solution
Dynamic Planner:

Audience

Wealth managers seeking a tool to ensure investment suitability, increase efficiency and demonstrate value to their clients
AdviceSheet:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Dynamic Planner:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
AdviceSheet:

API

Offers API Not Supported
Dynamic Planner:

API

Offers API Supported
AdviceSheet:

Screenshots and Videos

Dynamic Planner:

Screenshots and Videos

AdviceSheet:

Pricing

$24 per month
Free Version Not Supported
Free Trial Supported
Dynamic Planner:

Pricing

$198.30 per month
Free Version Not Supported
Free Trial Not Supported
AdviceSheet:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Dynamic Planner:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
AdviceSheet:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported
Dynamic Planner:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
AdviceSheet:

Company Information

AdviceSheet
Founded: 2020
advicesheet.com
Dynamic Planner:

Company Information

Dynamic Planner
Founded: 2003
United Kingdom
dynamicplanner.com
AdviceSheet:

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Dynamic Planner:
AdviceSheet:
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AdviceSheet:

Categories

Dynamic Planner:

Categories

Wealth Management Supported
AdviceSheet:

Integrations

Breathe Supported
Iress Not Supported
Salesforce Not Supported
Dynamic Planner:

Integrations

Breathe Not Supported
Iress Supported
Salesforce Supported
AdviceSheet:
Claim AdviceSheet and update features and information
Claim AdviceSheet and update features and information
Dynamic Planner:
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